Latest Institutional Purchases of Schwab Strategic Tr Us Broad M (SCHB)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Broad M (SCHB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
88+ 43.14% |
$3.91K - $4.33K
|
292
$6.25K
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
20+ 0.37% |
$889 - $985
|
5.36K
$115K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
20+ 0.39% |
$889 - $985
|
5.11K
$109K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
16New |
$712 - $788
|
16
$343
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
12New |
$534 - $591
|
12
$257
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 0.35% |
$88.9 - $98.5
|
570
$12.2K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1+ 0.75% |
$44.5 - $49.2
|
135
$2.89K
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
476KNew |
$19.9M - $22.7M
|
476K
$10.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
156K+ 75.49% |
$6.54M - $7.45M
|
362K
$7.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
96.9K+ 950.29% |
$4.06M - $4.63M
|
107K
$2.29M
|
|
|
Jan 13, 2023
Q4 2022
|
Wealth Cmt
|
BUY
|
- |
58.3K+ 56.82% |
$2.44M - $2.79M
|
161K
$3.44M
|
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
30KNew |
$1.26M - $1.44M
|
30K
$643K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
22.2KNew |
$930K - $1.06M
|
22.2K
$475K
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
13.3KNew |
$557K - $634K
|
13.3K
$284K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
10.2KNew |
$426K - $485K
|
10.2K
$217K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
6.51K+ 6.86% |
$273K - $311K
|
101K
$2.17M
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6.27KNew |
$263K - $300K
|
6.27K
$134K
|
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
5.89KNew |
$247K - $282K
|
5.89K
$126K
|
|
|
Feb 14, 2023
Q4 2022
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
5.77KNew |
$242K - $276K
|
5.77K
$124K
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
5.1KNew |
$214K - $244K
|
5.1K
$109K
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
4.69KNew |
$197K - $224K
|
4.69K
$100K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
4.51KNew |
$189K - $216K
|
4.51K
$96.6K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.55KNew |
$65.1K - $74.2K
|
1.55K
$33.2K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
654New |
$27.4K - $31.3K
|
654
$14K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
538New |
$22.6K - $25.7K
|
538
$11.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
460New |
$19.3K - $22K
|
460
$9.85K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
443+ 2.63% |
$18.6K - $21.2K
|
17.3K
$370K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
354+ 100.0% |
$14.8K - $16.9K
|
708
$15.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
316New |
$13.3K - $15.1K
|
316
$6.77K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
259New |
$10.9K - $12.4K
|
259
$5.55K
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
258New |
$10.8K - $12.3K
|
258
$5.52K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
92New |
$3.86K - $4.4K
|
92
$1.97K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
65+ 17.11% |
$2.73K - $3.11K
|
445
$9.53K
|
|
|
Jan 25, 2023
Q4 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
61+ 0.46% |
$2.56K - $2.92K
|
13.4K
$287K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
49+ 1225.0% |
$2.06K - $2.34K
|
53
$1.13K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
10New |
$419 - $478
|
10
$214
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
8+ 0.11% |
$336 - $382
|
7.05K
$151K
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
6New |
$252 - $287
|
6
$128
|
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
2+ 0.02% |
$83.9 - $95.6
|
10.3K
$221K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1+ 0.02% |
$41.9 - $47.8
|
5.24K
$112K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.58MNew |
$108M - $131M
|
2.58M
$55.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
2.1MNew |
$88.1M - $106M
|
2.1M
$44.9M
|
|
|
Nov 04, 2022
Q3 2022
|
Milliman Financial Risk Management LLC
Chicago, IL |
BUY
|
- |
81.6K+ 2.54% |
$3.43M - $4.13M
|
3.29M
$70.5M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
29.6KNew |
$1.24M - $1.5M
|
29.6K
$633K
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
25.6KNew |
$1.08M - $1.3M
|
25.6K
$548K
|
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
22.3KNew |
$937K - $1.13M
|
22.3K
$478K
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
15.5K+ 7.86% |
$652K - $787K
|
213K
$4.57M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.74KNew |
$283K - $341K
|
6.74K
$144K
|
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
BUY
|
- |
1.2K+ 6.68% |
$50.3K - $60.6K
|
19.1K
$409K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.11KNew |
$46.4K - $56K
|
1.11K
$23.7K
|
|